Portfolio Manager
Audit manager job in Birmingham, AL
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Credit Portfolio Manager - Birmingham, AL
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Birmingham, AL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.
Why this opportunity?
Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices
Workplace: Hybrid in Birmingham, AL
Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes
Requirements:
7+ years of experience in commercial credit or portfolio management
Bachelor's degree required; preferably in Finance, Accounting, or Economics
Proficiency in financial analysis, including global cash flow and credit risk evaluation
Experience preparing credit packages and pricing models
Familiarity with commercial lending structures, loan covenants, and underwriting standards
Description:
Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions
Conduct financial spreads, narrative preparation, and loan pricing analyses
Complete credit presentations and coordinate loan closings and renewals
Perform ongoing portfolio monitoring, including annual reviews and covenant compliance
Stay informed on industry trends and sector-specific risks
Ensure timely and accurate collection of financial documentation and compliance with internal policies
Financial Planning and Analysis Manager
Audit manager job in Birmingham, AL
The FP&A Analyst will support the company's financial strategy by providing accurate forecasting, detailed variance analysis, and actionable insights to guide executive decision-making. Reporting to the CFO, this role bridges Treasury, Accounting, and Operations to ensure alignment of financial objectives with overall business performance.
This position will play a key role in developing financial dashboards, supporting treasury initiatives, monitoring compliance metrics, and driving continuous improvement in forecasting accuracy and financial transparency.
The ideal candidate will have:
Bachelor's degree in Finance, Accounting, or Economics (MBA or CPA/CFA preferred)
3-5 years of experience in Financial Planning & Analysis, Treasury, or Corporate Finance
Advanced Excel and financial modeling skills; proficiency in Power BI or similar reporting tools preferred
Experience in budgeting, forecasting, and variance analysis
Familiarity with cash flow forecasting, debt management, and liquidity reporting
Strong analytical, problem-solving, and organizational skills
Excellent communication and collaboration skills with both financial and operational stakeholders
Risk Manager
Audit manager job in Warrior, AL
Director of Risk Management
A leading behavioral healthcare organization is seeking a highly skilled Director of Risk Management to oversee risk, safety, and compliance operations at its Warrior, AL facility. The ideal candidate will have experience in behavioral health settings, ideally detox and addiction experience as well. This role is central to ensuring the facility maintains the highest standards of regulatory compliance, patient safety, and accreditation readiness-particularly regarding Joint Commission requirements.
The Director will work closely with organizational leadership to lead investigations, evaluate critical events, implement corrective action plans, and foster a culture of safety and continuous improvement throughout the facility.
Required Qualifications
Bachelor's degree in Risk Management, Business, Healthcare Administration, or a related field
Minimum of 5 years' experience in healthcare risk management, with behavioral health experience strongly preferred
Experience in detox or substance-use treatment programs is a bonus
At least 1 year of supervisory or management experience
Familiarity with Joint Commission standards, federal and state regulations, and accreditation requirements
Demonstrated ability to maintain professionalism when interacting with clients, families, and staff
Strong attention to detail and the ability to remain alert in a safety-sensitive environment
Must pass a criminal background check and drug screen.
Solid understanding of healthcare compliance, and other privacy regulations
Ability to remain calm and composed during crises, critical incidents, or stressful situations
Preferred Qualifications
Master's degree in Healthcare Administration, Nursing, Public Health, or a related field
Hands-on experience supporting Joint Commission audits, surveys, or accreditation preparation
Key Responsibilities
Lead risk management functions tailored to behavioral health and addiction treatment operations
Partner with leadership to identify, assess, and resolve safety and risk concerns within the Warrior facility
Provide training and guidance to staff on risk policies, incident reporting, and compliance expectations
Ensure compliance with all legal, regulatory, and accreditation requirements, including Joint Commission standards
Oversee the review and documentation of sentinel events and critical incidents; guide root cause analysis efforts
Maintain comprehensive documentation in risk management systems
Participate in compliance investigations and assist with follow-up and corrective action plans
Provide safety and risk data to performance improvement teams to inform systemwide enhancements
Monitor trends and proactively recommend interventions to reduce liability and strengthen patient safety
Perform additional duties as assigned
Audit Manager Senior Specialist - Cyber Security
Audit manager job in Birmingham, AL
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Audit Manager Senior Specialist, you will be within PNC's Internal Audit organization, supporting Cyber Security within the Information Technology Audit team. This position is primarily based in a PNC location. This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis.
As an Audit Manager Senior Specialist within PNC's Information Technology Audit team, you will have the opportunity to use your knowledge and expertise of information security and technology risks and control principles while leading a wide variety of technology auditing assignments, with an emphasis on audits of Information Security Programs. The Audit Manager Senior Specialist is responsible for leading a high-performing team of individuals and providing strategic oversight throughout the audit execution process of both standalone cyber security audits and business-oriented integrated audits in support of the annual audit plan. A successful candidate should be a self-starter with the ability to manage multiple audits concurrently and independently, should exhibit strong leadership skills, and the ability to identify risks and gaps in processes, as well as the additional skillsets listed below:
- 8+ years of internal or external IT auditing experience, or relevant business experience
- Proficient and proven ability to independently manage all phases of the audit lifecycle, including planning, fieldwork, and reporting, while driving results and maintaining accountability
- Specializes in and has a deep understanding of current and evolving cyber security threats, tactics, and techniques
- Knowledge of the tools, and techniques for detecting, addressing, and preventing cyber security incidents
- Experience identifying cybersecurity risks impacting a global organization
- Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks
- Understanding of laws, regulations and industry standards related to Technology and Security (such as GLBA, HIPAA, PCI, NIST, etc.).
- Excellent written, verbal, and presentation skills; adept at presenting complex and sensitive issues to senior management
- Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners
- Security or audit-related professional certification preferred, such as CISA, CISSP, CIA, Cloud Azure/AWS, etc.
- Invests in employee continuous learning and development through training, mentorship, and coaching
- Demonstrates data literacy and guides teams in applying data analytic techniques for auditing
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Oversees the execution of complex components of the audit plan in alignment with audit standards to ensure consistency in documentation and communication of conclusions and recommendations to audit management and stakeholders, inclusive of cross functional/risk domain assessments; advises on strategic priorities and complex audits, including those with potential regulatory impact, audits where a heightened level of risk is assumed, and/or audits that require a heightened level of expertise.
+ Finalizes annual and dynamic audit planning and risk assessments at the macro level (audit plan/audit universe); detail reviews audit scope, objectives, and work plans at the micro level (audit engagement); makes recommendations regarding the deployment of team resources; invests in employee learning and development through training, mentorship, and coaching (talent management).
+ Specializes in internal and external audit and industry trends to assure audit processes and audit plan remain effective; contributes new ideas and methods to solve problems and drive change, with a focus on broad/big picture POV; advises on best practices and challenges audit practices accordingly.
+ Consults with a collaborative mindset and behavior that aligns parties in a collective direction that enables the accomplishment of a shared goal; develops and maintains productive client and team relationships; advises on internal audit department procedures and practices, inclusive of dynamic audit principles to organize around the delivery of a project; manages effective and timely delivery of the organization's mission and service.
+ Demonstrates a commitment to professional development and continuous improvement/learning by seeking feedback, embracing change, and showing persistence in acquiring knowledge and skills and training the team accordingly.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Competencies**
Business Data Analysis, Business Process Improvement, Consulting, Decision Making and Critical Thinking, Establishing and Maintaining Trust, Industry Knowledge, Influencing Through Expertise, Innovation, Leadership, Performance Management, Planning: Tactical, Strategic, Risk Management
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $80,000.00 - $192,050.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 09/18/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Audit Manager
Audit manager job in Adamsville, AL
Job Description
Who We Are
At BMSS Advisors & CPAs, we're more than just a top 100 CPA and advisory firm-we're a people-first, relationship-driven team rooted in integrity, collaboration, and community. Founded in Birmingham, AL in 1991, BMSS has grown to seven thriving locations across Alabama and Mississippi-where we're proud to serve our client base with local heart and national reach.
We're known for our family-friendly culture, commitment to mentorship and life-work balance, and deep roots in the communities we serve. In fact,
Accounting Today
has recognized us as one of the best accounting firms to work for the last 13 years in a row. Whether it's volunteering locally or mentoring the next generation of CPAs, we show up-with expertise, empathy, and heart.
The Opportunity
We're seeking an experienced and client-focused Audit Manager to join our Assurance team. In this role, you'll oversee and execute financial statement audits, guide and mentor junior team members, and build lasting relationships with clients across a variety of industries.
If you thrive in a collaborative, high-performance environment and are passionate about quality assurance, client service, and developing others, this is a great opportunity to advance your career at a firm that prioritizes life-work balance and growth.
What You'll Do
Lead and manage external and internal audit engagements for a diverse client portfolio
Oversee engagement planning, execution, and delivery with attention to technical accuracy and client expectations
Provide day-to-day guidance, coaching, and mentorship to junior and senior staff
Cultivate meaningful client relationships built on trust, responsiveness, and proactive communication
Maintain up-to-date knowledge of auditing standards, industry trends, and regulatory changes
Foster internal collaboration and support firm-wide initiatives and values
Ensure compliance with firm policies and quality control procedures
What We're Looking For
Bachelor's degree in accounting from an accredited college/university (CPA strongly preferred)
MBA or MAcc is a plus but not required
Minimum of 8 years of progressive experience in assurance
Experience across a variety of industries preferred
Exceptional verbal and written communication skills
Strong leadership capabilities and ability to build team morale
Located near a BMSS office (Hoover, Downtown Birmingham, Gadsden, Huntsville, Mobile, or Ridgeland)
Why Join BMSS
Meaningful work that impacts businesses and communities
Supportive culture centered on professional development, mentorship, and life-work balance
Flexibility and autonomy to thrive personally and professionally
Opportunities to collaborate with respected leaders and industry experts
Clear, structured career path with opportunities for growth
What We Offer
Competitive salary and bonuses
Company-paid Medical, Dental & Vision insurance
401(k) plan with company match
Generous PTO, paid holidays, and volunteer days
Flexible hours and hybrid work options
Exceptional training and leadership development programs
Audit Manager Senior Specialist - Cyber Security
Audit manager job in Birmingham, AL
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Audit Manager Senior Specialist, you will be within PNC's Internal Audit organization, supporting Cyber Security within the Information Technology Audit team. This position is primarily based in a PNC location. This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis.
As an Audit Manager Senior Specialist within PNC's Information Technology Audit team, you will have the opportunity to use your knowledge and expertise of information security and technology risks and control principles while leading a wide variety of technology auditing assignments, with an emphasis on audits of Information Security Programs. The Audit Manager Senior Specialist is responsible for leading a high-performing team of individuals and providing strategic oversight throughout the audit execution process of both standalone cyber security audits and business-oriented integrated audits in support of the annual audit plan. A successful candidate should be a self-starter with the ability to manage multiple audits concurrently and independently, should exhibit strong leadership skills, and the ability to identify risks and gaps in processes, as well as the additional skillsets listed below:
* 8+ years of internal or external IT auditing experience, or relevant business experience
* Proficient and proven ability to independently manage all phases of the audit lifecycle, including planning, fieldwork, and reporting, while driving results and maintaining accountability
* Specializes in and has a deep understanding of current and evolving cyber security threats, tactics, and techniques
* Knowledge of the tools, and techniques for detecting, addressing, and preventing cyber security incidents
* Experience identifying cybersecurity risks impacting a global organization
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks
* Understanding of laws, regulations and industry standards related to Technology and Security (such as GLBA, HIPAA, PCI, NIST, etc.).
* Excellent written, verbal, and presentation skills; adept at presenting complex and sensitive issues to senior management
* Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners
* Security or audit-related professional certification preferred, such as CISA, CISSP, CIA, Cloud Azure/AWS, etc.
* Invests in employee continuous learning and development through training, mentorship, and coaching
* Demonstrates data literacy and guides teams in applying data analytic techniques for auditing
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Oversees the execution of complex components of the audit plan in alignment with audit standards to ensure consistency in documentation and communication of conclusions and recommendations to audit management and stakeholders, inclusive of cross functional/risk domain assessments; advises on strategic priorities and complex audits, including those with potential regulatory impact, audits where a heightened level of risk is assumed, and/or audits that require a heightened level of expertise.
* Finalizes annual and dynamic audit planning and risk assessments at the macro level (audit plan/audit universe); detail reviews audit scope, objectives, and work plans at the micro level (audit engagement); makes recommendations regarding the deployment of team resources; invests in employee learning and development through training, mentorship, and coaching (talent management).
* Specializes in internal and external audit and industry trends to assure audit processes and audit plan remain effective; contributes new ideas and methods to solve problems and drive change, with a focus on broad/big picture POV; advises on best practices and challenges audit practices accordingly.
* Consults with a collaborative mindset and behavior that aligns parties in a collective direction that enables the accomplishment of a shared goal; develops and maintains productive client and team relationships; advises on internal audit department procedures and practices, inclusive of dynamic audit principles to organize around the delivery of a project; manages effective and timely delivery of the organization's mission and service.
* Demonstrates a commitment to professional development and continuous improvement/learning by seeking feedback, embracing change, and showing persistence in acquiring knowledge and skills and training the team accordingly.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
* Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
* Live the Values - Role models our values with transparency and courage.
* Enable Change - Takes action to drive change and innovation that will transform our business.
* Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
* Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Competencies
Business Data Analysis, Business Process Improvement, Consulting, Decision Making and Critical Thinking, Establishing and Maintaining Trust, Industry Knowledge, Influencing Through Expertise, Innovation, Leadership, Performance Management, Planning: Tactical, Strategic, Risk Management
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $80,000.00 - $192,050.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 09/18/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Sr. Audit Manager
Audit manager job in Clanton, AL
Support the risk assessment and plan development process to determine audit coverage; Maintain ongoing awareness of current and proposed discretionary initiatives within assigned portfolios to utilize as input to resource allocation and to share with the audit team; Regularly interact with Senior, Middle, and Line Management in assigned portfolio(s) to remain aware of changing or emerging risks and proactively utilize this information in audit planning, to facilitate changes to the continuous auditing program, and to facilitate discussions with Executive Management when considered warranted; Represent IT Audit on discretionary project committees to provide input on control expectations or advise on best practices; Work with management to implement appropriate solutions to audit findings and engage with Senior Management on matters that will have a major impact on the area managed; Support and encourage integrated auditing concepts and use of technology to improve the efficiency and effectiveness of audit procedures; Apply an in-depth understanding of the inter relationships of business and support units throughout a financial institution and discuss potential impacts to the overall control environment and impacts to proposed audit approaches; Ensure comprehensive continuous auditing and validation procedures are in place on Internal Audit and regulatory issues; Provide appropriate level of oversight to IT Audit Management and staff. Provide coaching and developmental feedback and tailor approach based upon staff skills and experience. Provide advisory and consulting services to Bank management on risk and control matters; Manage multiple tasks concurrently in an efficient and effective manner with minimal oversight; Ensure the delivery of clear and concise Audit Reports to management; and Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
**Minimum requirements:** Bachelor's degree, or foreign equivalent, in Computer Science, Information Technology, Information Management, Data Science, and Cybersecurity, or related field plus five (5) years of experience in the job offered or as IT Auditor, Systems Analyst, Software Engineer, or related occupation. Must have five (5) years of experience managing audit lifecycle from planning to reporting of complex technology implementations; auditing cloud technologies and large-scale implementations; auditing various aspects of identity and access management program including governance and technologies across the access lifecycle. Must have four (4) years of experience auditing cybersecurity and BCM (business continuity management) programs and underpinning frameworks, processes and technology. Must have two (2) years of experience auditing enterprise data management principles.
**Salary:** $205,500.00 - $215,500.00 per year.
**Location**
Clanton, Alabama, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Assurance Manager - Birmingham
Audit manager job in Birmingham, AL
Assurance Manager
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We have a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one the region's top firms.
If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our Assurance Manager role, you be responsible for providing clients with quality service and personal attention. This may include properly planning and managing engagements to ensure completion, assisting with special projects and communicating with clients and building relationships.
Essential Functions
Adhere to firm policy regarding client confidentiality.
Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
Meet chargeable hour goals.
Take leadership role with staff acting as a mentor and role model.
Coach and mentor others on how to anticipate, define, prioritize and solve problems.
Provide constructive feedback and encouragement to others.
Develop clear, understandable goals/priorities and persuasively communicates them to others.
Foster an environment for teamwork and collaboration.
Effectively explain information through formal presentations.
Client Service
Plan, organize and use time effectively.
Supervise timely completion of projects according to job budgets and imposed deadlines.
Keep client service team informed as to status of work.
Demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
Meet realization goals.
Responsible for staff realization.
Identify client issues and client service responsibilities.
Supervise staff including workpaper review as directed by partner.
Assist other members of the firm to satisfy clients.
Effectively communicate with clients as required.
Know services that S&H provides and actively pursue with clients' potential needs for these services.
Gain client confidence through quality work and effective communication.
Coordinate services to clients as delegated.
Delegate as appropriate.
Communicate issues and solutions to clients.
Be main client contact for clients designated by partners.
Respond to client requests and complaints.
Coordinate client service fulfillment to other departments as necessary.
Initiate meeting with clients.
Position Requirements
Bachelor's or master's degree in accounting/finance or other relevant degree program
CPA license required
Five to twelve years of public accounting experience, preferred
Minimum two years previous supervisory experience
Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
Proficient in Microsoft Office applications
Ability to multi-task with excellent written and verbal communication skills
Must be able to meet assigned deadlines in a fast-paced, team environment
Internal Audit Manager - UAB
Audit manager job in Birmingham, AL
JOB SUMMARY: The Manager is responsible for using Internal Audit (IA) resources to provide clients, including all levels of management, with an independent assessment of the quality of the organization's internal controls and business processes, as well as recommendations for continuous improvement. The Manager is responsible for performing and supervising internal audit projects in accordance with appropriate department and professional standards. Incumbents will work in ambiguous situations for which they will establish criteria, define work protocols, and structure assignments for other staff. They will fulfill duties with limited supervision while maintaining effective communications with the Assistant Director and/or Director.
ESSENTIAL DUTIES
Manage individual audit projects and supervise staff projects in accordance with professional standards and organizational policies.
Inform and advise management of audit results, recommend corrective actions, and ensure timely follow-up.
Leverage technology and data, adopting industry best practices.
Develop a network with peers to consider leading internal auditing strategies and techniques.
Assist with risk assessments to aid in the development of the annual audit plan.
Oversee the performance and execution of the annual audit plan.
Demonstrate effective project and time management skills, working under pressure to meet deadlines.
The position may be required to perform other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
Effective verbal, non-verbal and written communication skills. Excellent communicator with ability to express complex ideas effectively in simple language.
Computer skills with emphasis in Word, Excel, PowerPoint, Visio with the ability to learn new menu-driven software packages quickly.
Strong data analysis and critical thinking skills.
MINIMUM QUALIFICATIONS
Bachelor's degree or higher in relevant field from an accredited university
Minimum five (5) years of experience with a recommended combination of public accounting, internal auditing and/or operational healthcare, higher education, or other related industries.
Current CIA or CPA Certification
PHYSICAL DEMANDS
Sedentary Work
: involves exerting up to 10 pounds of force occasionally or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time.
WORKING ENVIRONMENT
Hours are typically 8:00 am - 5:00 pm, will sometimes be required to work more than 40 hours to meet project timelines.
Primary office location in Birmingham, AL with eligible employees receiving remote work arrangement one day per week.
Exposure can include office environments and other locations that are not extreme or hazardous.
Note to applicant: Applications must include a cover letter, resume, and complete contact information for three professional references who will be contacted only with the candidate's permission. Final salary will be commensurate with the overall qualifications of the selected final candidate.
Prior to hiring, the final candidate(s) must successfully pass a pre-employment background investigation. A prior conviction reported as a result of the background investigation DOES NOT automatically disqualify a candidate from consideration for this position. A candidate with a prior conviction will receive an individualized review of the prior conviction before a hiring decision is made.
Equal Employment Opportunity: The University of Alabama System is an equal opportunity employer (EOE), including an EOE of protected vets and individuals with disabilities.
This posting will remain open until October 14, 2025, at 11:59 pm CDT.
Accounting Director
Audit manager job in Birmingham, AL
Job Description
Oversees the department's daily operations and maintains a highly trained and motivated staff that is sufficient to meet daily department demands.
Prepare of all financial, statistical, and accounting records of the credit union and prepare Board Reports.
Make recommendations for investments, regarding excess liquidity and investment portfolio. Reconciles corporate cash accounts. Quarterly validate CALL reports.
Works with auditors/examiners on audits and exams.
Performs other job-related duties as assigned.
Knowledge and Skills:
Experience - One year to three years of similar or related experience.
Education - (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills - Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills - Education in accounting and finance. Functional with spreadsheets and word processing software.
Applications and Reporting Manager - Financial and Contract Services
Audit manager job in Birmingham, AL
Southern Company Generation - Financial and Contract Services Department
will be located at the Energy Center in Birmingham, AL
The Applications and Reporting Manager position is within Southern Company Services' Financial and Contract Services (F&CS) organization, which provides settlement and regulatory support services for the Intercompany Interchange Contract (IIC), wholesale contracts, coal and related commodities, the Open Access Transmission Tariff (OATT), as well as the data provisioning/analysis of wholesale energy margins, fuel cost recovery, and other associated requirements for the retail operating companies and Southern Power Company. This leadership role is responsible for integrating business processes with procured and self-developed tools, managing the large-scale financial and regulatory applications (Application Life Cycle management) used by F&CS, and providing guidance and leadership to a team of analysts.
PRIMARY JOB DUTIES & RESPONSIBILITIES
The responsibilities of this position include vendor management; data management structures, strategies, and custody/integrity; and long-term viability, performance, and integration for all key financial applications and tools. The related settlement technology platforms/tools and associated reporting impacts $8 to $10 billion of annual transactions as well as financial and regulatory compliance filings and audits for the retail operating companies and Southern Power. The Manager will be responsible for creating a variety of analytical, technical, and functional results in addition to system maintenance; development, testing, and deployment cycles; data governance/management; and long-term system performance and viability.
Must possess or be strongly motivated to develop a clear understanding of the business processes and deliverables for Financial and Contract Services (counterparty invoicing, shadow settlement, operating/Southern Power company accounting, regulatory filings, reporting, compliance, financial auditing/controls, etc.).
Demonstrated knowledge/execution of technical solution development from requirements, development, testing, and deployment within financial and regulatory compliance standards.
Awareness, understanding, and engagement in the settlement and regulatory technology market/segment.
Balance the needs of internal stakeholders and third-party customers/counterparties.
Understand Operations and the evolving asset/fleet considerations impacting settlement and regulatory business processes and supporting tools and applications.
JOB QUALIFICATIONS
Education:
BS/BA degree is required. Majors in Accounting, Business, Finance, Math, Engineering, Technology, or related fields is desired.
Advanced degree in these related fields or an MBA is preferred.
Experience/Skills:
Ability to build productive relationships across the organization and exhibit excellent organizational skills while working in a fast-paced environment with multiple projects.
Leadership ability to lead, mentor, and guide a team of analysts to execute business results.
Clear understanding of the business processes and deliverables for Financial and Contract Services (counterparty invoicing, shadow settlement, operating/Southern Power company accounting, regulatory filings, reporting, compliance, financial auditing/controls, etc.)
Demonstrated knowledge/execution of technical solution procurement or development from requirements, development, testing, and deployment.
Awareness, understanding, and engagement in the settlement and regulatory technology market/segment.
Balancing the needs of internal stakeholders and third-party customers/counterparties.
Understanding of Operations and the evolving asset/fleet considerations impacting settlement and regulatory business processes and supporting tools and applications
Continuous self-learner with demonstrated ability to identify and solve challenging problems.
Committed to Our Values: Demonstrate behaviors consistent with the company culture: Safety First, Intentional Inclusion, Act with Integrity, Superior Performance
Promote Safety First: Safety focus and a strong personal safety record.
TRAVEL AND IN-OFFICE REQUIREMENTS
This position is located at the Energy Center in Birmingham, Alabama and requires very little travel.
ADDITIONAL DETAILS
Relocation assistance is available if the selected candidate currently resides outside the area
BENEFITS
Competitive Pay
Excellent benefits packages which includes:
Medical and dental coverage
Defined Pension/Cash Balance Benefit Plan
Performance-sharing plan
401(k) plan with a generous company match
Bonus opportunities
Tuition Reimbursement
***Please submit an updated resume with your application***
Auto-ApplyTax Manager
Audit manager job in Birmingham, AL
Pay: $110,000.00 - $140,000.00 per year
Why This Is a Great Opportunity
$20,000 -$25,000 yearly bonuses
Hybrid potential after 6 months
Join one of Birminghams most respected and award-winning CPA and advisory firms.
Lead and mentor a talented team in a collaborative, growth-oriented environment.
Enjoy a strong culture of professional development, upward mobility, and continuing education.
Work directly with partners and high-profile clients on complex and rewarding engagements.
Competitive compensation, excellent benefits, and long-term career stability.
Location
On-site in Birmingham, AL enjoy a modern, centrally located office surrounded by top dining, entertainment, and cultural options.
Note
Must hold an active CPA license and have at least 5 years of public accounting tax experience.
About Our Client
Our client is an established CPA, advisory, and financial planning firm with nearly a century of excellence. Theyre known for their trusted client relationships, collaborative team culture, and national recognition as one of the top CPA firms and a Best Firm for Women. Their mission is simple: when clients succeed, so do they.
Job Description
Manage and oversee client tax engagements from planning to completion.
Provide proactive tax advisory and planning services to individuals, partnerships, and corporations.
Supervise, train, and review the work of associates and senior associates.
Conduct advanced tax research and communicate findings effectively.
Handle multi-state returns, extensions, audits, and inquiries.
Support business development efforts, including meeting prospective clients and preparing proposals.
Build strong relationships with clients, partners, and internal staff to ensure consistent quality and growth.
Qualifications
Bachelors and Masters in Accounting.
Active CPA license required.
5+ years of public accounting tax experience.
Proficiency with Microsoft Office, ProSystem, Engagement, Doc.It, and Adobe.
Strong written and verbal communication skills.
Proven ability to manage multiple projects and deadlines.
Why Youll Love Working Here
Our client offers a professional yet down-to-earth work culture where collaboration, mentorship, and learning are valued. They celebrate both individual and team accomplishments and offer consistent opportunities for advancement within a stable, well-respected firm.
JPC-469
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Paid time off
Vision insurance
Senior Auditor
Audit manager job in Birmingham, AL
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for the Professional Practice of Internal Auditing.
Primary Responsibilities
Develops initial audit program to meet the audit engagement objectives with some supervision
Plans the nature, timing, and extent of engagement procedures
Develops project timeline to ensure alignment with internal audit annual plan
Reviews work performed by audit team to ensure documentation is in accordance with the internal audit methodology
Ensures all audit conclusions are fully supported in work papers
Coaches internal audit staff throughout the audit engagement to ensure the audit objectives are met
Drafts audit issues using established criteria in the internal audit methodology
Ensures that all audit issues are developed accurately and objectively and reflect the audit work performed
Discusses audit findings and their impacts professionally and confidentially with various levels of the organization as directed by audit management
Follows-up on management remediation actions as directed by supervisor
Identifies process improvements for the business based on understanding and analysis of process flows/operations
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Requirements
Bachelor's degree in Accounting, Finance, Risk, or related field
Three (3) years of experience in internal audit, external audit, banking, or risk management/compliance
Preferences
Professional certification or progression towards one, preferably one of the following:
Certified Anti-Money Laundering Specialist (CAMS)
Certified Bank Auditor (CBA)
Certified Fiduciary and Investment Risk Specialist (CFIRS)
Certified Financial Systems Auditor (CFSA)
Certified Fraud Examiner (CFE)
Certified Information Systems Auditor (CISA)
Certified Information Systems Security Professional (CISSP)
Certified Internal Auditor (CIA)
Certified Public Accountant (CPA)
Certified Regulatory Compliance Manager (CRCM)
CRP
Skills and Competencies
Ability to learn additional systems as needed
Ability to listen actively and ask questions as necessary to validate understanding
Ability to research, analyze data, and derive facts
Ability to supervise and manage a team
Ability to work under pressure and meet deadlines
Effective time management
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong verbal, written communication, and organizational skills
Strong work ethic and self-motivation
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$72,462.50 USD
Median:
$92,860.00 USD
Incentive Pay Plans:
This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
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Location DetailsRegions CenterLocation:Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Auto-ApplyPortfolio Manager
Audit manager job in Homewood, AL
The Portfolio Manager will be responsible for managing a developed and extensive commercial loan portfolio for Corporate Commercial Real Estate lending. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The Portfolio Manager will support lenders in all aspects of the relationship.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request
* Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans
* Otherwise assist in all aspects of managing Lender's portfolio
* Obtain and retain product knowledge
* Support the collection of past due loans
* Support the clearing of financial statement and documentation exceptions
* Direct financial information to credit analysts for spreading and analysis
* Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations
* Maintain working knowledge of loan documentation and bank terminology
* Assist in preparation of various reports and submissions to credit administration and loan review
* Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers
* Ability to deal tactfully and effectively with customers as well as fellow employees
* Assume ownership of assigned loans with little or no direct supervision
* Perform other related duties as assigned
Qualifications
Minimum:
* A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred
* 1 year previous lending experience or 3 years job related experience
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
* Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
* Financial and analytical skills
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
* Customer service orientation
Preferred:
* Knowledge of Federal laws and regulations involving loans
* Ability to analyze a credit application for completeness and for documents needed on loans
* Ability to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systems
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Auto-ApplyManager, Tax
Audit manager job in Birmingham, AL
Description & Requirements The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.
What You Will Do:
* Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
* Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports.
* Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards.
* Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions.
* Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success.
* Support client growth and retention through strategic planning and business development.
* Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition.
* Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team.
* Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
* Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes.
* Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities.
* Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities.
Minimum Qualifications:
* Bachelor's Degree in Accounting, Taxation or related field
* 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
* CPA License
* Proficiency in Microsoft Office Suite
* Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
* Master's Degree in related field
#LI-BHAM
#LI-KB1
Tax Manager
Audit manager job in Adamsville, AL
Why This Is a Great Opportunity
Join one of Birmingham's most respected and award-winning CPA and advisory firms.
Lead and mentor a talented team in a collaborative, growth-oriented environment.
Enjoy a strong culture of professional development, upward mobility, and continuing education.
Work directly with partners and high-profile clients on complex and rewarding engagements.
Competitive compensation, excellent benefits, and long-term career stability.
Location
On-site in Birmingham, AL - enjoy a modern, centrally located office surrounded by top dining, entertainment, and cultural options.
Note
Must hold an active CPA license and have at least 5 years of public accounting tax experience.
About Our Client
Our client is an established CPA, advisory, and financial planning firm with nearly a century of excellence. They're known for their trusted client relationships, collaborative team culture, and national recognition as one of the top CPA firms and a "Best Firm for Women." Their mission is simple: when clients succeed, so do they.
Job Description
Manage and oversee client tax engagements from planning to completion.
Provide proactive tax advisory and planning services to individuals, partnerships, and corporations.
Supervise, train, and review the work of associates and senior associates.
Conduct advanced tax research and communicate findings effectively.
Handle multi-state returns, extensions, audits, and inquiries.
Support business development efforts, including meeting prospective clients and preparing proposals.
Build strong relationships with clients, partners, and internal staff to ensure consistent quality and growth.
Qualifications
Bachelor's and Master's in Accounting.
Active CPA license required.
5+ years of public accounting tax experience.
Proficiency with Microsoft Office, ProSystem, Engagement, Doc.It, and Adobe.
Strong written and verbal communication skills.
Proven ability to manage multiple projects and deadlines.
Why You'll Love Working Here
Our client offers a professional yet down-to-earth work culture where collaboration, mentorship, and learning are valued. They celebrate both individual and team accomplishments and offer consistent opportunities for advancement within a stable, well-respected firm.
JPC-469
#LI-SK3
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Paid time off
Vision insurance
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions
Audit manager job in Birmingham, AL
Tired of Tax Compliance and Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an expert in technology, but you can offer profound insight about how U.S. federal income tax models and computations work. If you have a passion for improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing!
Work You'll Do:
As a Manager on our Strategic Partnership Solutions team you will:
+ Refine your skillset with the ability to work with large-scaled operating partnership tax clients on matters that mean the most to them.
+ Diversify your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and other various industries.
+ Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process.
+ Assist our client with public offering transactions including but not limited to initial proxy and registration statements for Up-C and SPAC structures.
+ Work with Up-C clients on an on-going basis during periodic service periods during the year.
+ Develop an understanding of the public monetization transactional process, including tax receivable agreements.
+ Create cutting-edge technology that evolves around U.S. federal income tax principles for partnership tax, data analytics, and the user experience.
+ Lead engagement teams and have the opportunity to work with highly motivated and dedicated teams. Mentor and develop of engagement staff, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit.
+ Implement strategic tax structures and processes, and oversee complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues.
+ Determine and solve for complexities with the U.S. federal income tax impact of public offerings.
+ Participate in marketplace activities, recruiting, and process and technology innovation.
+ Identify service opportunities, manage client accounts, and advance various Deloitte initiatives.
The Team:
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries.
In the Strategic Partnership Solutions team within NFTS, SPS professionals counsel privately-held and publicly-traded partnerships across the United States on a wide range of federal tax and issues involving Up-C, mergers, acquisitions, divestitures, initial public offerings (IPO), post-offering assistance, and process design and improvement. Industries served by the Strategic Partnership Solutions practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures. Come join the team!
Qualifications:
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 5+ years of experience in federal partnership tax
+ Limited immigration sponsorship may be available
+ Bachelor's degree in accounting or other business-related field required
+ U.S. federal income tax partnership experience
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred:
+ Advanced degree such as master's in science of tax (MST), JD, or LLM
+ Previous Big 4 or large CPA firm experience
+ Aptitude in MS Project, Word, Excel, and Visio
+ Numerical-problem-solving focus
+ Proven management experience indicating strong organizational skills and the ability to plan and manage budgets and workplans
+ Self-starter with demonstrated ability to effectively handle multiple, competing priorities
+ Demonstrated effective verbal and written communication skills
+ Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
+ Transaction and M&A experience
+ Alteryx experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,320 to $235,170.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
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nftstax
btstax
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Portfolio Manager
Audit manager job in Birmingham, AL
At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will:
* Conduct financial analysis of credit for new and existing clients and prospects
* Generate spreads, term sheets, and other information for loan requests and conduct underwriting
* Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
* Build profiles and loan requests in nCino for approval
* Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
* Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
* Prepare memos outlining financial information for approvals from the appropriate parties
* Track maturity for renewals monthly
* Be actively involved in understanding documentation and closing process
* Attend sales appointments with Officers as requested
* Work on term sheets / commitment letters as directed by supervisors
* Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
* Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed
* Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
* Bachelor's degree in Finance, Accounting or a related field
* 5-10 years' experience preferred
* Excellent written and verbal communication skills
* Experience using Microsoft Outlook, Word and Excel
* Experience in a position requiring attention to detail and data analysis
* Excellent organizational skills and ability to multi-task
* RMA and/or Moody training is a plus
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
* Sustained standing and sitting
* Frequent use of PC, including typing or sustained attention to monitor
* Occasional presentations requiring public speaking to small groups
* Occasional lifting of basic office files or equipment up to 20 lbs
* Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
CREDIT MANAGER
Audit manager job in Sylacauga, AL
The Credit Manager along with the Sales Manager are the second in charge at the individual branch location. The Credit Manager performs a wide variety of job functions at the direction of the General Manager, assisting and coordinating store activities to ensure safe, professional and profitable operations. The Credit Manager is accountable for meeting company objectives; maintain company quality standards and adhering to company policies.
Principal Accountabilities
Acquire and Maintain Customers
Act as a customer liaison who resells the benefits of timely rental/lease agreement renewal payments Assist in managing store personnel; may direct activities of one or more employees
Compliance with all applicable federal, state and local statutes
Decipher, prepare and review store reports
Document all customer commitments
Ensure company standards for renewals, delinquencies and store collections are satisfied
Fill out paperwork for submission to corporate support
Follow monthly marketing plans and maintain internal quality control standards
Manage customer accounts
Managing inventory and cash assets
Prepare daily work schedules, delivery schedules, assign tasks, enforce company policy
All other duties deemed necessary for effective store management
Requirements for Credit Manager
Effective organizational skills
Established collection skills
Good communication skills
Handle multiple priorities simultaneously
Learn and become proficient in POS system
Maintain professional appearance
Must be able to read, write and communicate effectively in person and over the phone with employees and customers
Negotiate and resolve conflict
Plan, organize, delegate, coordinate and follow up various tasks and assignments
Recognize and solve problems
Must have proficient navigational skills with a satisfactory driving record and meet insurability requirements
Regular and consistent attendance, including nights and weekends as business dictates
Education and Experience
Two years experience with Rent-to-Own, retail or other business emphasizing customer service, account management, sales and merchandising.
General Physical Requirements
Position routinely requires lifting, loading, moving, and using a dolly for merchandise 50-300 pounds
Stooping, bending, pulling, climbing, reaching and grabbing as required
Must be able to traverse multiple flights of stairs while carrying furniture, appliance, and electronics
Prolonged driving and standing
Must be able to work in and outdoors in a variety of climates and weather conditions. $16.00 - $17.00 Hourly
CREDIT MANAGER
Audit manager job in Jasper, AL
The Credit Manager along with the Sales Manager are the second in charge at the individual branch location. The Credit Manager performs a wide variety of job functions at the direction of the General Manager, assisting and coordinating store activities to ensure safe, professional and profitable operations. The Credit Manager is accountable for meeting company objectives; maintain company quality standards and adhering to company policies.
Principal Accountabilities
Acquire and Maintain Customers
Act as a customer liaison who resells the benefits of timely rental/lease agreement renewal payments Assist in managing store personnel; may direct activities of one or more employees
Compliance with all applicable federal, state and local statutes
Decipher, prepare and review store reports
Document all customer commitments
Ensure company standards for renewals, delinquencies and store collections are satisfied
Fill out paperwork for submission to corporate support
Follow monthly marketing plans and maintain internal quality control standards
Manage customer accounts
Managing inventory and cash assets
Prepare daily work schedules, delivery schedules, assign tasks, enforce company policy
All other duties deemed necessary for effective store management
Requirements for Credit Manager
Effective organizational skills
Established collection skills
Good communication skills
Handle multiple priorities simultaneously
Learn and become proficient in POS system
Maintain professional appearance
Must be able to read, write and communicate effectively in person and over the phone with employees and customers
Negotiate and resolve conflict
Plan, organize, delegate, coordinate and follow up various tasks and assignments
Recognize and solve problems
Must have proficient navigational skills with a satisfactory driving record and meet insurability requirements
Regular and consistent attendance, including nights and weekends as business dictates
Education and Experience
Two years experience with Rent-to-Own, retail or other business emphasizing customer service, account management, sales and merchandising.
General Physical Requirements
Position routinely requires lifting, loading, moving, and using a dolly for merchandise 50-300 pounds
Stooping, bending, pulling, climbing, reaching and grabbing as required
Must be able to traverse multiple flights of stairs while carrying furniture, appliance, and electronics
Prolonged driving and standing
Must be able to work in and outdoors in a variety of climates and weather conditions. $16.00 - $17.00 Hourly